Nancy H. Email & Phone Number

• Corporate Paralegal-licensing renewal, contract review, employment matters, collection/accounting mattersEstate tax returns/Estate administration – from inception to closing of estates• Work with creditors of insolvent estates• Prepare applications for tax identification numbers and apply for tax numbers• Preparation of drafting legal correspondence, documents, pleadings, and discovery.• Reconcile financial materials from clients• Assemble tax preparation materials and worksheets• Attend closings and will signings• Order and review title work• Prepare foreclosure documents• Draft annual minutes and special minutes• Prepare LLC and corporate organizational documents• Maintain corporate record books• Prepare stock certificates• Request and retrieve medical and non-medical records.• Summarize medical and non-medical records• Organize, index, and maintain medical and other non-medical documents.• Assist and/or attend document reviews and productions.• Contact with clients, experts, witnesses, opposing counsel, co-counsel, court personnel and third-parties.• Some travel to local county courthouses, law firms and/or client sites for site inspections, review and/or retrieval of documents or files.• Maintain and manage files and documents in Summation.• Create, maintain and manage timelines and/or chronology of events using Word, Excel.• Manage information and stay abreast of new developments and deadlines in multiple cases.• Summarize deposition and trial transcripts• Preparation of notebooks for witnesses and/or trial preparation.• Assist in the preparation and gathering and organizing expert material.• Assist in preparation of deposition and trial subpoenas.• Preparation of exhibits for motion practice, trials and arbitrations.• Assist in motion and trial preparation, as needed.• Perform special and unique projects and tasks as directed by leadership

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  North Hennepin Community College

  Paralegal Studies